Implement saving

* fix infinite rerender

* note

* remove React import

.cursor/rules/commands.mdc

@@ -1,12 +0,0 @@
----
-alwaysApply: true
----
-
-When running yarn commands - always run them in the root directory. Do not run them in child workspaces.
-
-The following commands can be useful:
-
-- `yarn typecheck` to run typechecker
-- `yarn lint` to run the code linter and formatter
-- `yarn lint:fix` to fix some of the code lint issues (running this is preferred over `yarn lint`)
-- `yarn test` to run all the tests

.cursor/rules/typescript.mdc

@@ -1,36 +0,0 @@
----
-description: 
-globs: *.ts,*.tsx
-alwaysApply: false
----
-
-You are an expert in TypeScript and React.
-
-Code Style and Structure
-
-- Write concise, technical TypeScript code.
-- Use functional and declarative programming patterns; avoid classes.
-- Prefer iteration and modularization over code duplication.
-- Use descriptive variable names with auxiliary verbs (e.g., isLoaded, hasError).
-- Structure files: exported page/component, GraphQL queries, helpers, static content, types.
-
-Naming Conventions
-
-- Favor named exports for components and utilities.
-
-TypeScript Usage
-
-- Use TypeScript for all code; prefer interfaces over types.
-- Avoid enums; use objects or maps instead.
-- Avoid using `any` or `unknown` unless absolutely necessary. Look for type definitions in the codebase instead.
-- Avoid type assertions with `as` or `!`; prefer using `satisfies`.
-
-Syntax and Formatting
-
-- Use the "function" keyword for pure functions.
-- Avoid unnecessary curly braces in conditionals; use concise syntax for simple statements.
-- Use declarative JSX, keeping JSX minimal and readable.
-
-Change validation
-
-- Run `yarn typecheck` in the root directory to validate that the generated TypeScript code is correct

.cursor/rules/unit-tests.mdc

@@ -1,14 +0,0 @@
----
-description: 
-globs: 
-alwaysApply: true
----
-Vitest test runner is used for unit tests.
-
-When running unit tests, always include the flag `--watch=false` to prevent watch mode.
-
-To run unit tests for a specific package in the monorepo, use the following command:
-
-`yarn workspace <workspaceNameFromPackageJson> run test <pathToTest>`
-
-Recommendation: Minimize the number of dependencies you mock. The fewer dependencies you mock, the better.

.cursor/worktrees.json

@@ -0,0 +1,3 @@
+{
+  "setup-worktree": ["yarn"]
+}

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -2,6 +2,7 @@ name: Bug Report
 description: File a bug report also known as an issue or problem.
 title: '[Bug]: '
 labels: ['needs triage', 'bug']
+type: Bug
 body:
   - type: markdown
     attributes:

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -2,6 +2,7 @@ name: Feature request
 description: Request a missing feature
 title: '[Feature] '
 labels: ['feature']
+type: Feature
 body:
   - type: markdown
     attributes:

.github/actions/get-next-package-version.js

@@ -1,117 +0,0 @@
-#!/usr/bin/env node
-
-// This script is used in GitHub Actions to get the next version based on the current package.json version.
-// It supports three types of versioning: nightly, hotfix, and monthly.
-
-const { parseArgs } = require('node:util');
-const fs = require('node:fs');
-
-const args = process.argv;
-
-const options = {
-  'package-json': {
-    type: 'string',
-    short: 'p',
-  },
-  type: {
-    type: 'string', // nightly, hotfix, monthly, auto
-    short: 't',
-  },
-  update: {
-    type: 'boolean',
-    short: 'u',
-    default: false,
-  },
-};
-
-const { values } = parseArgs({
-  args,
-  options,
-  allowPositionals: true,
-});
-
-if (!values['package-json']) {
-  console.error(
-    'Please specify the path to package.json using --package-json or -p option.',
-  );
-  process.exit(1);
-}
-
-try {
-  const packageJsonPath = values['package-json'];
-
-  // Read and parse package.json
-  const packageJson = JSON.parse(fs.readFileSync(packageJsonPath, 'utf8'));
-  const currentVersion = packageJson.version;
-
-  // Parse year and month from version (e.g. 25.5.1 -> year=2025, month=5)
-  const versionParts = currentVersion.split('.');
-  const versionYear = parseInt(versionParts[0]);
-  const versionMonth = parseInt(versionParts[1]);
-  const versionHotfix = parseInt(versionParts[2]);
-
-  // Create date and add 1 month
-  const versionDate = new Date(2000 + versionYear, versionMonth - 1, 1); // month is 0-indexed
-  const nextVersionMonthDate = new Date(
-    versionDate.getFullYear(),
-    versionDate.getMonth() + 1,
-    1,
-  );
-
-  // Format back to YY.M format
-  const nextVersionYear = nextVersionMonthDate
-    .getFullYear()
-    .toString()
-    .slice(nextVersionMonthDate.getFullYear() < 2100 ? -2 : -3);
-  const nextVersionMonth = nextVersionMonthDate.getMonth() + 1; // Convert back to 1-indexed
-
-  // Get current date string
-  const currentDate = new Date();
-  const currentDateString = currentDate
-    .toISOString()
-    .split('T')[0]
-    .replaceAll('-', '');
-
-  if (values.type === 'auto') {
-    if (currentDate.getDate() <= 25) {
-      values.type = 'hotfix';
-    } else {
-      values.type = 'monthly';
-    }
-  }
-
-  let newVersion;
-  switch (values.type) {
-    case 'nightly': {
-      newVersion = `${nextVersionYear}.${nextVersionMonth}.0-nightly.${currentDateString}`;
-      break;
-    }
-    case 'hotfix': {
-      newVersion = `${versionYear}.${versionMonth}.${versionHotfix + 1}`;
-      break;
-    }
-    case 'monthly': {
-      newVersion = `${nextVersionYear}.${nextVersionMonth}.0`;
-      break;
-    }
-    default:
-      console.error(
-        'Invalid type specified. Use "auto", "nightly", "hotfix", or "monthly".',
-      );
-      process.exit(1);
-  }
-
-  process.stdout.write(newVersion); // return the new version to stdout
-
-  if (values.update) {
-    packageJson.version = newVersion;
-    fs.writeFileSync(
-      packageJsonPath,
-      JSON.stringify(packageJson, null, 2) + '\n',
-      'utf8',
-    );
-  }
-} catch (error) {
-  console.error('Error:', error.message);
-  process.exit(1);
-}

.github/actions/setup/action.yml

@@ -17,7 +17,7 @@ runs:
     - name: Install node
       uses: actions/setup-node@v4
       with:
-        node-version: 20
+        node-version: 22
     - name: Install yarn
       run: npm install -g yarn
       shell: bash
@@ -32,6 +32,16 @@ runs:
       with:
         path: ${{ format('{0}/**/node_modules', inputs.working-directory) }}
         key: yarn-v1-${{ runner.os }}-${{ steps.get-node.outputs.version }}-${{ hashFiles(format('{0}/**/yarn.lock', inputs.working-directory)) }}
+    - name: Ensure Lage cache directory exists
+      run: mkdir -p ${{ format('{0}/.lage', inputs.working-directory) }}
+      shell: bash
+    - name: Cache Lage
+      uses: actions/cache@v4
+      with:
+        path: ${{ format('{0}/.lage', inputs.working-directory) }}
+        key: lage-${{ runner.os }}-${{ github.sha }}
+        restore-keys: |
+          lage-${{ runner.os }}-
     - name: Install
       working-directory: ${{ inputs.working-directory }}
       run: yarn --immutable

.github/scripts/count-points.mjs

@@ -2,7 +2,7 @@ import { Octokit } from '@octokit/rest';
 import { minimatch } from 'minimatch';
 import pLimit from 'p-limit';
 
-const limit = pLimit(30);
+const limit = pLimit(50);
 
 /** Repository-specific configuration for points calculation */
 const REPOSITORY_CONFIG = new Map([
@@ -129,13 +129,13 @@ async function countContributorPoints(repo) {
   // Get all PRs using search
   const searchQuery = `repo:${owner}/${repo} is:pr is:merged merged:${since.toISOString()}..${until.toISOString()}`;
   const recentPRs = await octokit.paginate(
-    octokit.search.issuesAndPullRequests,
+    'GET /search/issues',
     {
       q: searchQuery,
       per_page: 100,
       advanced_search: true,
     },
-    response => response.data,
+    response => response.data.filter(pr => pr.number),
   );
 
   // Get reviews and PR details for each PR

.github/workflows/build.yml

@@ -24,6 +24,8 @@ jobs:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Build API
         run: cd packages/api && yarn build
       - name: Create package tgz
@@ -40,6 +42,8 @@ jobs:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Build CRDT
         run: cd packages/crdt && yarn build
       - name: Create package tgz
@@ -75,6 +79,8 @@ jobs:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Build Server
         run: yarn workspace @actual-app/sync-server build
       - name: Upload Build

.github/workflows/check.yml

@@ -17,6 +17,8 @@ jobs:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Lint
         run: yarn lint
   typecheck:
@@ -25,6 +27,8 @@ jobs:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Typecheck
         run: yarn typecheck
   validate-cli:
@@ -33,6 +37,8 @@ jobs:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Build Web
         run: yarn build:server
       - name: Check that the built CLI works
@@ -43,6 +49,8 @@ jobs:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Test
         run: yarn test
 
@@ -53,6 +61,6 @@ jobs:
       - uses: actions/checkout@v4
       - uses: actions/setup-node@v4
         with:
-          node-version: 20
+          node-version: 22
       - name: Check migrations
         run: node ./.github/actions/check-migrations.js

.github/workflows/docker-edge.yml

@@ -1,21 +1,16 @@
 name: Build Edge Docker Image
 
-# Edge Docker images are built for every commit, and daily
+# Edge Docker images are built for every push to master
 on:
   push:
     branches:
       - master
-    paths:
-      - 'packages/sync-server/**'
-  pull_request:
-    branches:
-      - master
-    paths:
-      - 'packages/sync-server/**'
-  schedule:
-    - cron: '0 0 * * *'
   workflow_dispatch:
 
+concurrency:
+  group: docker-edge-build
+  cancel-in-progress: true
+
 permissions:
   contents: read
   packages: write

.github/workflows/e2e-test.yml

@@ -32,11 +32,13 @@ jobs:
     needs: netlify
     runs-on: ubuntu-latest
     container:
-      image: mcr.microsoft.com/playwright:v1.52.0-jammy
+      image: mcr.microsoft.com/playwright:v1.56.0-jammy
     steps:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+      - name: Trust the repository directory
+        run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
       - name: Run E2E Tests on Netlify URL
         run: yarn e2e
         env:
@@ -53,11 +55,13 @@ jobs:
     name: Functional Desktop App
     runs-on: ubuntu-latest
     container:
-      image: mcr.microsoft.com/playwright:v1.52.0-jammy
+      image: mcr.microsoft.com/playwright:v1.56.0-jammy
     steps:
       - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+      - name: Trust the repository directory
+        run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
       - name: Run Desktop app E2E Tests
         run: |
           xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop
@@ -74,7 +78,7 @@ jobs:
     needs: netlify
     runs-on: ubuntu-latest
     container:
-      image: mcr.microsoft.com/playwright:v1.52.0-jammy
+      image: mcr.microsoft.com/playwright:v1.56.0-jammy
     steps:
       - uses: actions/checkout@v4
       - name: Set up environment

.github/workflows/electron-master.yml

@@ -24,7 +24,7 @@ jobs:
     strategy:
       matrix:
         os:
-          - ubuntu-latest
+          - ubuntu-22.04
           - windows-latest
           - macos-latest
     runs-on: ${{ matrix.os }}
@@ -44,9 +44,9 @@ jobs:
           sudo apt-get install flatpak -y
           sudo apt-get install flatpak-builder -y
           sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
-          sudo flatpak install org.freedesktop.Sdk/x86_64/23.08 -y
-          sudo flatpak install org.freedesktop.Platform/x86_64/23.08 -y
-          sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
+          sudo flatpak install org.freedesktop.Sdk//24.08 -y
+          sudo flatpak install org.freedesktop.Platform//24.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp//24.08 -y
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Electron for Mac
@@ -57,6 +57,7 @@ jobs:
           CSC_LINK: ${{ secrets.CSC_LINK }}
           APPLE_ID: ${{ secrets.APPLE_ID }}
           APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
+          APPLE_TEAM_ID: ${{ secrets.APPLE_TEAM_ID }}
       - name: Build Electron
         if: ${{ ! startsWith(matrix.os, 'macos') }}
         run: ./bin/package-electron

.github/workflows/electron-pr.yml

@@ -19,7 +19,7 @@ jobs:
     strategy:
       matrix:
         os:
-          - ubuntu-latest
+          - ubuntu-22.04
           - windows-latest
           - macos-latest
     runs-on: ${{ matrix.os }}
@@ -39,9 +39,9 @@ jobs:
           sudo apt-get install flatpak -y
           sudo apt-get install flatpak-builder -y
           sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
-          sudo flatpak install org.freedesktop.Sdk/x86_64/23.08 -y
-          sudo flatpak install org.freedesktop.Platform/x86_64/23.08 -y
-          sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
+          sudo flatpak install org.freedesktop.Sdk//24.08 -y
+          sudo flatpak install org.freedesktop.Platform//24.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp//24.08 -y
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Electron

.github/workflows/generate-release-pr.yml

@@ -37,7 +37,7 @@ jobs:
             if [[ -n "${{ github.event.inputs.version }}" ]]; then
               version="${{ github.event.inputs.version }}"
             else
-              version=$(node ./.github/actions/get-next-package-version.js \
+              version=$(node ./packages/ci-actions/bin/get-next-package-version.js \
                 --package-json "./packages/$pkg/package.json" \
                 --type auto \
                 --update)

.github/workflows/issues-feature-implemented.yml

@@ -27,7 +27,7 @@ jobs:
       - uses: actions/checkout@v4
       - uses: actions/setup-node@v4
         with:
-          node-version: 20
+          node-version: 22
       - name: Handle feature requests
         run: node .github/actions/handle-feature-requests.js
         env:

.github/workflows/publish-nightly-npm-packages.yml

@@ -20,9 +20,9 @@ jobs:
       - name: Update package versions
         run: |
           # Get new nightly versions
-          NEW_WEB_VERSION=$(node ./.github/actions/get-next-package-version.js --package-json ./packages/desktop-client/package.json --type nightly)
-          NEW_SYNC_VERSION=$(node ./.github/actions/get-next-package-version.js --package-json ./packages/sync-server/package.json --type nightly)
-          NEW_API_VERSION=$(node ./.github/actions/get-next-package-version.js --package-json ./packages/api/package.json --type nightly)
+          NEW_WEB_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/desktop-client/package.json --type nightly)
+          NEW_SYNC_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/sync-server/package.json --type nightly)
+          NEW_API_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/api/package.json --type nightly)
 
           # Set package versions
           npm version $NEW_WEB_VERSION --no-git-tag-version --workspace=@actual-app/web --no-workspaces-update
@@ -73,7 +73,7 @@ jobs:
       - name: Setup node and npm registry
         uses: actions/setup-node@v4
         with:
-          node-version: 20
+          node-version: 22
           registry-url: 'https://registry.npmjs.org'
 
       - name: Publish Web

.github/workflows/publish-npm-packages.yml

@@ -56,7 +56,7 @@ jobs:
       - name: Setup node and npm registry
         uses: actions/setup-node@v4
         with:
-          node-version: 20
+          node-version: 22
           registry-url: 'https://registry.npmjs.org'
 
       - name: Publish Web

.github/workflows/size-compare.yml

@@ -54,6 +54,7 @@ jobs:
         with:
           branch: ${{github.base_ref}}
           workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
           name: build-stats
           path: base
 
@@ -62,6 +63,7 @@ jobs:
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
           name: build-stats
           path: head
           allow_forks: true

.github/workflows/update-vrt.yml

@@ -1,119 +0,0 @@
-name: /update-vrt
-on:
-  issue_comment:
-    types: [created]
-
-permissions:
-  pull-requests: read
-  contents: read
-
-concurrency:
-  group: ${{ github.workflow }}-${{ github.event.issue.number }}-${{ contains(github.event.comment.body, '/update-vrt') }}
-  cancel-in-progress: true
-
-jobs:
-  update-vrt:
-    name: Update VRT
-    runs-on: ubuntu-latest
-    if: |
-      github.event.issue.pull_request &&
-      contains(github.event.comment.body, '/update-vrt')
-    container:
-      image: mcr.microsoft.com/playwright:v1.52.0-jammy
-    steps:
-      - name: Get PR branch
-        #        Until https://github.com/xt0rted/pull-request-comment-branch/issues/322 is resolved we use the forked version
-        uses: gotson/pull-request-comment-branch@head-repo-owner-dist
-        id: comment-branch
-      - uses: actions/checkout@v4
-        with:
-          repository: ${{ steps.comment-branch.outputs.head_owner }}/${{ steps.comment-branch.outputs.head_repo }}
-          ref: ${{ steps.comment-branch.outputs.head_ref }}
-      - name: Set up environment
-        uses: ./.github/actions/setup
-      - name: Run VRT Tests on Desktop app
-        continue-on-error: true
-        run: |
-          xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop --update-snapshots
-      - name: Wait for Netlify build to finish
-        id: netlify
-        env:
-          COMMIT_SHA: ${{ steps.comment-branch.outputs.head_sha }}
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-        run: ./.github/actions/netlify-wait-for-build
-      - name: Run VRT Tests on Netlify URL
-        run: yarn vrt --update-snapshots
-        env:
-          E2E_START_URL: ${{ steps.netlify.outputs.url }}
-      - name: Create patch
-        run: |
-          git config --system --add safe.directory "*"
-          git config --global user.name "github-actions[bot]"
-          git config --global user.email "github-actions[bot]@users.noreply.github.com"
-          git reset
-          git add "**/*.png"
-          if git diff --staged --quiet; then
-            echo "No changes to commit"
-            exit 0
-          fi
-          git commit -m "Update VRT"
-          git format-patch -1 HEAD --stdout > Update-VRT.patch
-      - uses: actions/upload-artifact@v4
-        with:
-          name: patch
-          path: Update-VRT.patch
-
-  push-patch:
-    runs-on: ubuntu-latest
-    needs: update-vrt
-    permissions:
-      contents: write
-      pull-requests: write
-    steps:
-      - name: Get PR branch
-        #        Until https://github.com/xt0rted/pull-request-comment-branch/issues/322 is resolved we use the forked version
-        uses: gotson/pull-request-comment-branch@head-repo-owner-dist
-        id: comment-branch
-      - uses: actions/checkout@v4
-        with:
-          repository: ${{ steps.comment-branch.outputs.head_owner }}/${{ steps.comment-branch.outputs.head_repo }}
-          ref: ${{ steps.comment-branch.outputs.head_ref }}
-      - uses: actions/download-artifact@v4
-        continue-on-error: true
-        with:
-          name: patch
-      - name: Apply patch and push
-        env:
-          BRANCH_NAME: ${{ steps.comment-branch.outputs.head_ref }}
-        run: |
-          git config --global user.name "github-actions[bot]"
-          git config --global user.email "github-actions[bot]@users.noreply.github.com"
-          git apply Update-VRT.patch
-          git add "**/*.png"
-          if git diff --staged --quiet; then
-            echo "No changes to commit"
-            exit 0
-          fi
-          git commit -m "Update VRT"
-          git push origin HEAD:${BRANCH_NAME}
-      - name: Add finished reaction
-        uses: dkershner6/reaction-action@v2
-        with:
-          token: ${{ secrets.GITHUB_TOKEN }}
-          commentId: ${{ github.event.comment.id }}
-          reaction: 'rocket'
-
-  add-starting-reaction:
-    runs-on: ubuntu-latest
-    if: |
-      github.event.issue.pull_request &&
-      contains(github.event.comment.body, '/update-vrt')
-    permissions:
-      pull-requests: write
-    steps:
-      - name: React to comment
-        uses: dkershner6/reaction-action@v2
-        with:
-          token: ${{ secrets.GITHUB_TOKEN }}
-          commentId: ${{ github.event.comment.id }}
-          reaction: '+1'

.github/workflows/vrt-update-apply.yml

@@ -0,0 +1,156 @@
+name: VRT Update - Apply
+# SECURITY: This workflow runs in trusted base repo context.
+# It treats the patch artifact as untrusted data, validates it contains only PNGs,
+# and safely applies it to the contributor's fork branch.
+on:
+  workflow_run:
+    workflows: ['VRT Update - Generate']
+    types:
+      - completed
+
+permissions:
+  contents: write
+  pull-requests: write
+
+jobs:
+  apply-vrt-updates:
+    name: Apply VRT Updates
+    runs-on: ubuntu-latest
+    if: ${{ github.event.workflow_run.conclusion == 'success' }}
+    steps:
+      - name: Download patch artifact
+        uses: actions/download-artifact@v4
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          run-id: ${{ github.event.workflow_run.id }}
+          pattern: vrt-patch-*
+          path: /tmp/artifacts
+
+      - name: Download metadata artifact
+        uses: actions/download-artifact@v4
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          run-id: ${{ github.event.workflow_run.id }}
+          pattern: vrt-metadata-*
+          path: /tmp/metadata
+
+      - name: Extract metadata
+        id: metadata
+        run: |
+          # Find the metadata directory (will be vrt-metadata-{PR_NUMBER})
+          METADATA_DIR=$(find /tmp/metadata -mindepth 1 -maxdepth 1 -type d | head -n 1)
+
+          if [ -z "$METADATA_DIR" ]; then
+            echo "No metadata found, skipping..."
+            exit 0
+          fi
+
+          PR_NUMBER=$(cat "$METADATA_DIR/pr-number.txt")
+          HEAD_REF=$(cat "$METADATA_DIR/head-ref.txt")
+          HEAD_REPO=$(cat "$METADATA_DIR/head-repo.txt")
+
+          echo "pr_number=$PR_NUMBER" >> "$GITHUB_OUTPUT"
+          echo "head_ref=$HEAD_REF" >> "$GITHUB_OUTPUT"
+          echo "head_repo=$HEAD_REPO" >> "$GITHUB_OUTPUT"
+
+          echo "Found PR #$PR_NUMBER: $HEAD_REPO @ $HEAD_REF"
+
+      - name: Checkout fork branch
+        if: steps.metadata.outputs.pr_number != ''
+        uses: actions/checkout@v4
+        with:
+          repository: ${{ steps.metadata.outputs.head_repo }}
+          ref: ${{ steps.metadata.outputs.head_ref }}
+          token: ${{ secrets.GITHUB_TOKEN }}
+          fetch-depth: 0
+
+      - name: Validate and apply patch
+        if: steps.metadata.outputs.pr_number != ''
+        id: apply
+        run: |
+          # Find the patch file
+          PATCH_DIR=$(find /tmp/artifacts -mindepth 1 -maxdepth 1 -type d | head -n 1)
+          PATCH_FILE="$PATCH_DIR/vrt-update.patch"
+
+          if [ ! -f "$PATCH_FILE" ]; then
+            echo "No patch file found"
+            exit 0
+          fi
+
+          echo "Found patch file: $PATCH_FILE"
+
+          # Validate patch only contains PNG files
+          echo "Validating patch contains only PNG files..."
+          if grep -E '^(\+\+\+|---) [ab]/' "$PATCH_FILE" | grep -v '\.png$'; then
+            echo "ERROR: Patch contains non-PNG files! Rejecting for security."
+            echo "applied=false" >> "$GITHUB_OUTPUT"
+            echo "error=Patch validation failed: contains non-PNG files" >> "$GITHUB_OUTPUT"
+            exit 1
+          fi
+
+          # Extract file list for verification
+          FILES_CHANGED=$(grep -E '^\+\+\+ b/' "$PATCH_FILE" | sed 's/^+++ b\///' | wc -l)
+          echo "Patch modifies $FILES_CHANGED PNG file(s)"
+
+          # Configure git
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "github-actions[bot]@users.noreply.github.com"
+
+          # Apply patch
+          echo "Applying patch..."
+          if git apply --check "$PATCH_FILE" 2>&1; then
+            git apply "$PATCH_FILE"
+
+            # Stage only PNG files (extra safety)
+            git add "**/*.png"
+
+            if git diff --staged --quiet; then
+              echo "No changes after applying patch"
+              echo "applied=false" >> "$GITHUB_OUTPUT"
+              exit 0
+            fi
+
+            # Commit
+            git commit -m "Update VRT screenshots" -m "Auto-generated by VRT workflow" -m "PR: #${{ steps.metadata.outputs.pr_number }}"
+
+            echo "applied=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "Patch could not be applied cleanly"
+            echo "applied=false" >> "$GITHUB_OUTPUT"
+            echo "error=Patch conflicts with current branch state" >> "$GITHUB_OUTPUT"
+            exit 1
+          fi
+
+      - name: Push changes
+        if: steps.apply.outputs.applied == 'true'
+        env:
+          HEAD_REF: ${{ steps.metadata.outputs.head_ref }}
+          HEAD_REPO: ${{ steps.metadata.outputs.head_repo }}
+        run: |
+          git push origin "HEAD:refs/heads/$HEAD_REF"
+          echo "Successfully pushed VRT updates to $HEAD_REPO@$HEAD_REF"
+
+      - name: Comment on PR - Success
+        if: steps.apply.outputs.applied == 'true'
+        uses: actions/github-script@v7
+        with:
+          script: |
+            await github.rest.issues.createComment({
+              issue_number: ${{ steps.metadata.outputs.pr_number }},
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              body: '✅ VRT screenshots have been automatically updated.'
+            });
+
+      - name: Comment on PR - Failure
+        if: failure() && steps.metadata.outputs.pr_number != ''
+        uses: actions/github-script@v7
+        with:
+          script: |
+            const error = `${{ steps.apply.outputs.error }}` || 'Unknown error occurred';
+            await github.rest.issues.createComment({
+              issue_number: ${{ steps.metadata.outputs.pr_number }},
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              body: `❌ Failed to apply VRT updates: ${error}\n\nPlease check the workflow logs for details.`
+            });

.github/workflows/vrt-update-generate.yml

@@ -0,0 +1,105 @@
+name: VRT Update - Generate
+# SECURITY: This workflow runs in untrusted fork context with no write permissions.
+# It only generates VRT patch artifacts that are later applied by vrt-update-apply.yml
+on:
+  pull_request:
+    types: [opened, synchronize, reopened]
+    paths:
+      - 'packages/**'
+      - '.github/workflows/vrt-update-generate.yml'
+
+permissions:
+  contents: read
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number }}
+  cancel-in-progress: true
+
+jobs:
+  generate-vrt-updates:
+    name: Generate VRT Updates
+    runs-on: ubuntu-latest
+    container:
+      image: mcr.microsoft.com/playwright:v1.56.0-jammy
+    steps:
+      - uses: actions/checkout@v4
+        with:
+          ref: ${{ github.event.pull_request.head.sha }}
+
+      - name: Set up environment
+        uses: ./.github/actions/setup
+
+      - name: Run VRT Tests on Desktop app
+        continue-on-error: true
+        run: |
+          xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop --update-snapshots
+
+      - name: Wait for Netlify build to finish
+        id: netlify
+        env:
+          COMMIT_SHA: ${{ github.event.pull_request.head.sha }}
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+        run: ./.github/actions/netlify-wait-for-build
+
+      - name: Run VRT Tests on Netlify URL
+        continue-on-error: true
+        run: yarn vrt --update-snapshots
+        env:
+          E2E_START_URL: ${{ steps.netlify.outputs.url }}
+
+      - name: Create patch with PNG changes only
+        id: create-patch
+        run: |
+          # Trust the repository directory (required for container environments)
+          git config --global --add safe.directory "$GITHUB_WORKSPACE"
+
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "github-actions[bot]@users.noreply.github.com"
+
+          # Stage only PNG files
+          git add "**/*.png"
+
+          # Check if there are any changes
+          if git diff --staged --quiet; then
+            echo "has_changes=false" >> "$GITHUB_OUTPUT"
+            echo "No VRT changes to commit"
+            exit 0
+          fi
+
+          echo "has_changes=true" >> "$GITHUB_OUTPUT"
+
+          # Create commit and patch
+          git commit -m "Update VRT screenshots"
+          git format-patch -1 HEAD --stdout > vrt-update.patch
+
+          # Validate patch only contains PNG files
+          if grep -E '^(\+\+\+|---) [ab]/' vrt-update.patch | grep -v '\.png$'; then
+            echo "ERROR: Patch contains non-PNG files!"
+            exit 1
+          fi
+
+          echo "Patch created successfully with PNG changes only"
+
+      - name: Upload patch artifact
+        if: steps.create-patch.outputs.has_changes == 'true'
+        uses: actions/upload-artifact@v4
+        with:
+          name: vrt-patch-${{ github.event.pull_request.number }}
+          path: vrt-update.patch
+          retention-days: 5
+
+      - name: Save PR metadata
+        if: steps.create-patch.outputs.has_changes == 'true'
+        run: |
+          mkdir -p pr-metadata
+          echo "${{ github.event.pull_request.number }}" > pr-metadata/pr-number.txt
+          echo "${{ github.event.pull_request.head.ref }}" > pr-metadata/head-ref.txt
+          echo "${{ github.event.pull_request.head.repo.full_name }}" > pr-metadata/head-repo.txt
+
+      - name: Upload PR metadata
+        if: steps.create-patch.outputs.has_changes == 'true'
+        uses: actions/upload-artifact@v4
+        with:
+          name: vrt-metadata-${{ github.event.pull_request.number }}
+          path: pr-metadata/
+          retention-days: 5

.gitignore

@@ -7,9 +7,6 @@ Actual-*
 **/xcuserdata/*
 export-2020-01-10.csv
 
-# Secrets
-.secret-tokens
-
 # MacOS
 .DS_Store
 
@@ -26,6 +23,8 @@ packages/desktop-electron/build
 packages/desktop-electron/.electron-symbols
 packages/desktop-electron/dist
 packages/desktop-electron/loot-core
+packages/desktop-client/service-worker
+packages/plugins-service/dist
 bundle.desktop.js
 bundle.desktop.js.map
 bundle.mobile.js
@@ -63,3 +62,6 @@ build/
 
 # .d.ts files aren't type-checked with skipLibCheck set to true
 *.d.ts
+
+# Lage cache
+.lage/

.nvmrc

@@ -1 +1 @@
-v20/*
+v22/*

.secret-tokens.example

@@ -1,2 +0,0 @@
-export APPLE_ID=example@email.com
-export APPLE_APP_SPECIFIC_PASSWORD=password

.yarnrc.yml

@@ -6,4 +6,4 @@ enableTransparentWorkspaces: false
 
 nodeLinker: node-modules
 
-yarnPath: .yarn/releases/yarn-4.9.1.cjs
+yarnPath: .yarn/releases/yarn-4.10.3.cjs

AGENTS.md

@@ -0,0 +1,585 @@
+# AGENTS.md - Guide for AI Agents Working with Actual Budget
+
+This guide provides comprehensive information for AI agents (like Cursor) working with the Actual Budget codebase.
+
+## Project Overview
+
+**Actual Budget** is a local-first personal finance tool written in TypeScript/JavaScript. It's 100% free and open-source with synchronization capabilities across devices.
+
+- **Repository**: https://github.com/actualbudget/actual
+- **Community Docs**: https://github.com/actualbudget/docs or https://actualbudget.org/docs
+- **License**: MIT
+- **Primary Language**: TypeScript (with React)
+- **Build System**: Yarn 4 workspaces (monorepo)
+
+## Quick Start Commands
+
+### Essential Commands (Run from Root)
+
+```bash
+# Type checking (ALWAYS run before committing)
+yarn typecheck
+
+# Linting and formatting (with auto-fix)
+yarn lint:fix
+
+# Run all tests
+yarn test
+
+# Start development server (browser)
+yarn start
+
+# Start with sync server
+yarn start:server-dev
+
+# Start desktop app development
+yarn start:desktop
+```
+
+### Important Rules
+
+- **ALWAYS run yarn commands from the root directory** - never run them in child workspaces
+- Use `yarn workspace <workspace-name> run <command>` for workspace-specific tasks
+- Tests run once and exit by default (using `vitest --run`)
+
+### Task Orchestration with Lage
+
+The project uses **[lage](https://microsoft.github.io/lage/)** (a task runner for JavaScript monorepos) to efficiently run tests and other tasks across multiple workspaces:
+
+- **Parallel execution**: Runs tests in parallel across workspaces for faster feedback
+- **Smart caching**: Caches test results to skip unchanged packages (cached in `.lage/` directory)
+- **Dependency awareness**: Understands workspace dependencies and execution order
+- **Continues on error**: Uses `--continue` flag to run all packages even if one fails
+
+**Lage Commands:**
+
+```bash
+# Run all tests across all packages
+yarn test                    # Equivalent to: lage test --continue
+
+# Run tests without cache (for debugging/CI)
+yarn test:debug              # Equivalent to: lage test --no-cache --continue
+```
+
+Configuration is in `lage.config.js` at the project root.
+
+## Architecture & Package Structure
+
+### Core Packages
+
+#### 1. **loot-core** (`packages/loot-core/`)
+
+The core application logic that runs on any platform.
+
+- Business logic, database operations, and calculations
+- Platform-agnostic code
+- Exports for both browser and node environments
+- Test commands:
+
+  ```bash
+  # Run all loot-core tests
+  yarn workspace loot-core run test
+
+  # Or run tests across all packages using lage
+  yarn test
+  ```
+
+#### 2. **desktop-client** (`packages/desktop-client/` - aliased as `@actual-app/web`)
+
+The React-based UI for web and desktop.
+
+- React components using functional programming patterns
+- E2E tests using Playwright
+- Vite for bundling
+- Commands:
+
+  ```bash
+  # Development
+  yarn workspace @actual-app/web start:browser
+
+  # Build
+  yarn workspace @actual-app/web build
+
+  # E2E tests
+  yarn workspace @actual-app/web e2e
+
+  # Visual regression tests
+  yarn workspace @actual-app/web vrt
+  ```
+
+#### 3. **desktop-electron** (`packages/desktop-electron/`)
+
+Electron wrapper for the desktop application.
+
+- Window management and native OS integration
+- E2E tests for Electron-specific features
+
+#### 4. **api** (`packages/api/` - aliased as `@actual-app/api`)
+
+Public API for programmatic access to Actual.
+
+- Node.js API
+- Designed for integrations and automation
+- Commands:
+
+  ```bash
+  # Build
+  yarn workspace @actual-app/api build
+
+  # Run tests
+  yarn workspace @actual-app/api test
+
+  # Or use lage to run all tests
+  yarn test
+  ```
+
+#### 5. **sync-server** (`packages/sync-server/` - aliased as `@actual-app/sync-server`)
+
+Synchronization server for multi-device support.
+
+- Express-based server
+- Currently transitioning to TypeScript (mostly JavaScript)
+- Commands:
+  ```bash
+  yarn workspace @actual-app/sync-server start
+  ```
+
+#### 6. **component-library** (`packages/component-library/` - aliased as `@actual-app/components`)
+
+Reusable React UI components.
+
+- Shared components like Button, Input, Menu, etc.
+- Theme system and design tokens
+- Icons (375+ icons in SVG/TSX format)
+
+#### 7. **crdt** (`packages/crdt/` - aliased as `@actual-app/crdt`)
+
+CRDT (Conflict-free Replicated Data Type) implementation for data synchronization.
+
+- Protocol buffers for serialization
+- Core sync logic
+
+#### 8. **plugins-service** (`packages/plugins-service/`)
+
+Service for handling plugins/extensions.
+
+#### 9. **eslint-plugin-actual** (`packages/eslint-plugin-actual/`)
+
+Custom ESLint rules specific to Actual.
+
+- `no-untranslated-strings`: Enforces i18n usage
+- `prefer-trans-over-t`: Prefers Trans component over t() function
+- `prefer-logger-over-console`: Enforces using logger instead of console
+- `typography`: Typography rules
+- `prefer-if-statement`: Prefers explicit if statements
+
+## Development Workflow
+
+### 1. Making Changes
+
+When implementing changes:
+
+1. Read relevant files to understand current implementation
+2. Make focused, incremental changes
+3. Run type checking: `yarn typecheck`
+4. Run linting: `yarn lint:fix`
+5. Run relevant tests
+6. Fix any linter errors that are introduced
+
+### 2. Testing Strategy
+
+**Unit Tests (Vitest)**
+
+The project uses **lage** for running tests across all workspaces efficiently.
+
+```bash
+# Run all tests across all packages (using lage)
+yarn test
+
+# Run tests without cache (for debugging)
+yarn test:debug
+
+# Run tests for a specific package
+yarn workspace loot-core run test
+
+# Run a specific test file (watch mode)
+yarn workspace loot-core run test path/to/test.test.ts
+```
+
+**E2E Tests (Playwright)**
+
+```bash
+# Run E2E tests for web
+yarn e2e
+
+# Desktop Electron E2E (includes full build)
+yarn e2e:desktop
+
+# Visual regression tests
+yarn vrt
+
+# Visual regression in Docker (consistent environment)
+yarn vrt:docker
+
+# Run E2E tests for a specific package
+yarn workspace @actual-app/web e2e
+```
+
+**Testing Best Practices:**
+
+- Minimize mocked dependencies - prefer real implementations
+- Use descriptive test names
+- Vitest globals are available: `describe`, `it`, `expect`, `beforeEach`, etc.
+- For sync-server tests, globals are explicitly defined in config
+
+### 3. Type Checking
+
+TypeScript configuration uses:
+
+- Incremental compilation
+- Strict type checking with `typescript-strict-plugin`
+- Platform-specific exports in `loot-core` (node vs browser)
+
+Always run `yarn typecheck` before committing.
+
+### 4. Internationalization (i18n)
+
+- Use `Trans` component instead of `t()` function when possible
+- All user-facing strings must be translated
+- Generate i18n files: `yarn generate:i18n`
+- Custom ESLint rules enforce translation usage
+
+## Code Style & Conventions
+
+### TypeScript Guidelines
+
+**Type Usage:**
+
+- Use TypeScript for all code
+- Prefer `type` over `interface`
+- Avoid `enum` - use objects or maps
+- Avoid `any` or `unknown` unless absolutely necessary
+- Look for existing type definitions in the codebase
+- Avoid type assertions (`as`, `!`) - prefer `satisfies`
+- Use inline type imports: `import { type MyType } from '...'`
+
+**Naming:**
+
+- Use descriptive variable names with auxiliary verbs (e.g., `isLoaded`, `hasError`)
+- Named exports for components and utilities (avoid default exports except in specific cases)
+
+**Code Structure:**
+
+- Functional and declarative programming patterns - avoid classes
+- Use the `function` keyword for pure functions
+- Prefer iteration and modularization over code duplication
+- Structure files: exported component/page, helpers, static content, types
+- Create new components in their own files
+
+**React Patterns:**
+
+- Don't use `React.FunctionComponent` or `React.FC` - type props directly
+- Don't use `React.*` patterns - use named imports instead
+- Use `<Link>` instead of `<a>` tags
+- Use custom hooks from `src/hooks` (not react-router directly):
+  - `useNavigate()` from `src/hooks` (not react-router)
+  - `useDispatch()`, `useSelector()`, `useStore()` from `src/redux` (not react-redux)
+- Avoid unstable nested components
+- Use `satisfies` for type narrowing
+
+**JSX Style:**
+
+- Declarative JSX, minimal and readable
+- Avoid unnecessary curly braces in conditionals
+- Use concise syntax for simple statements
+- Prefer explicit expressions (`condition && <Component />`)
+
+### Import Organization
+
+Imports are automatically organized by ESLint with the following order:
+
+1. React imports (first)
+2. Built-in Node.js modules
+3. External packages
+4. Actual packages (`loot-core`, `@actual-app/components` - legacy pattern `loot-design` may appear in old code)
+5. Parent imports
+6. Sibling imports
+7. Index imports
+
+Always maintain newlines between import groups.
+
+### Platform-Specific Code
+
+- Don't directly reference platform-specific imports (`.api`, `.web`, `.electron`)
+- Use conditional exports in `loot-core` for platform-specific code
+- Platform resolution happens at build time via package.json exports
+
+### Restricted Patterns
+
+**Never:**
+
+- Use `console.*` (use logger instead - enforced by ESLint)
+- Import from `uuid` without destructuring: use `import { v4 as uuidv4 } from 'uuid'`
+- Import colors directly - use theme instead
+- Import `@actual-app/web/*` in `loot-core`
+
+**Git Commands:**
+
+- Never update git config
+- Never run destructive git operations (force push, hard reset) unless explicitly requested
+- Never skip hooks (--no-verify, --no-gpg-sign)
+- Never force push to main/master
+- Never commit unless explicitly asked
+
+## File Structure Patterns
+
+### Typical Component File
+
+```typescript
+import { type ComponentType } from 'react';
+// ... other imports
+
+type MyComponentProps = {
+  // Props definition
+};
+
+export function MyComponent({ prop1, prop2 }: MyComponentProps) {
+  // Component logic
+  return (
+    // JSX
+  );
+}
+```
+
+### Test File
+
+```typescript
+import { describe, it, expect, beforeEach } from 'vitest';
+// ... imports
+
+describe('ComponentName', () => {
+  it('should behave as expected', () => {
+    // Test logic
+    expect(result).toBe(expected);
+  });
+});
+```
+
+## Important Directories & Files
+
+### Configuration Files
+
+- `/package.json` - Root workspace configuration, scripts
+- `/lage.config.js` - Lage task runner configuration
+- `/eslint.config.mjs` - ESLint configuration (flat config format)
+- `/tsconfig.json` - Root TypeScript configuration
+- `/.cursorignore`, `/.gitignore` - Ignored files
+- `/yarn.lock` - Dependency lockfile (Yarn 4)
+
+### Documentation
+
+- `/README.md` - Project overview
+- `/CONTRIBUTING.md` - Points to community docs
+- `/upcoming-release-notes/` - Release notes for next version
+- `/CODEOWNERS` - Code ownership definitions
+
+### Build Artifacts (Don't Edit)
+
+- `packages/*/lib-dist/` - Built output
+- `packages/*/dist/` - Built output
+- `packages/*/build/` - Built output
+- `packages/desktop-client/playwright-report/` - Test reports
+- `packages/desktop-client/test-results/` - Test results
+- `.lage/` - Lage task runner cache (improves test performance)
+
+### Key Source Directories
+
+- `packages/loot-core/src/client/` - Client-side core logic
+- `packages/loot-core/src/server/` - Server-side core logic
+- `packages/loot-core/src/shared/` - Shared utilities
+- `packages/loot-core/src/types/` - Type definitions
+- `packages/desktop-client/src/components/` - React components
+- `packages/desktop-client/src/hooks/` - Custom React hooks
+- `packages/desktop-client/e2e/` - End-to-end tests
+- `packages/component-library/src/` - Reusable components
+- `packages/component-library/src/icons/` - Icon components (auto-generated, don't edit)
+
+## Common Development Tasks
+
+### Running Specific Tests
+
+```bash
+# Run all tests across all packages (recommended)
+yarn test
+
+# Unit test for a specific file in loot-core (watch mode)
+yarn workspace loot-core run test src/path/to/file.test.ts
+
+# E2E test for a specific file
+yarn workspace @actual-app/web run playwright test accounts.test.ts --browser=chromium
+```
+
+### Building for Production
+
+```bash
+# Browser build
+yarn build:browser
+
+# Desktop build
+yarn build:desktop
+
+# API build
+yarn build:api
+
+# Sync server build
+yarn build:server
+```
+
+### Type Checking Specific Packages
+
+TypeScript uses project references. Run `yarn typecheck` from root to check all packages.
+
+### Debugging Tests
+
+```bash
+# Run tests in debug mode (without parallelization)
+yarn test:debug
+
+# Run specific E2E test with headed browser
+yarn workspace @actual-app/web run playwright test --headed --debug accounts.test.ts
+```
+
+### Working with Icons
+
+Icons in `packages/component-library/src/icons/` are auto-generated. Don't manually edit them.
+
+## Troubleshooting
+
+### Type Errors
+
+1. Run `yarn typecheck` to see all type errors
+2. Check if types are imported correctly
+3. Look for existing type definitions in `packages/loot-core/src/types/`
+4. Use `satisfies` instead of `as` for type narrowing
+
+### Linter Errors
+
+1. Run `yarn lint:fix` to auto-fix many issues
+2. Check ESLint output for specific rule violations
+3. Custom rules:
+   - `actual/no-untranslated-strings` - Add i18n
+   - `actual/prefer-trans-over-t` - Use Trans component
+   - `actual/prefer-logger-over-console` - Use logger
+   - Check `eslint.config.mjs` for complete rules
+
+### Test Failures
+
+1. Check if test is running in correct environment (node vs web)
+2. For Vitest: check `vitest.config.ts` or `vitest.web.config.ts`
+3. For Playwright: check `playwright.config.ts`
+4. Ensure mock minimization - prefer real implementations
+5. **Lage cache issues**: Clear cache with `rm -rf .lage` if tests behave unexpectedly
+6. **Tests continue on error**: With `--continue` flag, all packages run even if one fails
+
+### Import Resolution Issues
+
+1. Check `tsconfig.json` for path mappings
+2. Check package.json `exports` field (especially for loot-core)
+3. Verify platform-specific imports (`.web`, `.electron`, `.api`)
+4. Use absolute imports in `desktop-client` (enforced by ESLint)
+
+### Build Failures
+
+1. Clean build artifacts: `rm -rf packages/*/dist packages/*/lib-dist packages/*/build`
+2. Reinstall dependencies: `yarn install`
+3. Check Node.js version (requires >=20)
+4. Check Yarn version (requires ^4.9.1)
+
+## Testing Patterns
+
+### Unit Tests
+
+- Located alongside source files or in `__tests__` directories
+- Use `.test.ts`, `.test.tsx`, `.spec.js` extensions
+- Vitest is the test runner
+- Minimize mocking - prefer real implementations
+
+### E2E Tests
+
+- Located in `packages/desktop-client/e2e/`
+- Use Playwright test runner
+- Visual regression snapshots in `*-snapshots/` directories
+- Page models in `e2e/page-models/` for reusable page interactions
+- Mobile tests have `.mobile.test.ts` suffix
+
+### Visual Regression Tests (VRT)
+
+- Snapshots stored per test file in `*-snapshots/` directories
+- Use Docker for consistent environment: `yarn vrt:docker`
+
+## Additional Resources
+
+- **Community Documentation**: https://actualbudget.org/docs/contributing/
+- **Discord Community**: https://discord.gg/pRYNYr4W5A
+- **GitHub Issues**: https://github.com/actualbudget/actual/issues
+- **Feature Requests**: Label "needs votes" sorted by reactions
+
+## Code Quality Checklist
+
+Before committing changes, ensure:
+
+- [ ] `yarn typecheck` passes
+- [ ] `yarn lint:fix` has been run
+- [ ] Relevant tests pass
+- [ ] No new console.\* usage (use logger)
+- [ ] User-facing strings are translated
+- [ ] Prefer `type` over `interface`
+- [ ] Named exports used (not default exports)
+- [ ] Imports are properly ordered
+- [ ] Platform-specific code uses proper exports
+- [ ] No unnecessary type assertions
+
+## Pull Request Guidelines
+
+When creating pull requests:
+
+- **AI-Generated PRs**: If you create a PR using AI assistance, add the **"AI generated"** label to the pull request. This helps maintainers understand the nature of the contribution.
+
+## Performance Considerations
+
+- **Bundle Size**: Check with rollup-plugin-visualizer
+- **Type Checking**: Uses incremental compilation
+- **Testing**: Tests run in parallel by default
+- **Linting**: ESLint caches results for faster subsequent runs
+
+## Workspace Commands Reference
+
+```bash
+# List all workspaces
+yarn workspaces list
+
+# Run command in specific workspace
+yarn workspace <workspace-name> run <command>
+
+# Run command in all workspaces
+yarn workspaces foreach --all run <command>
+
+# Install production dependencies only (for server deployment)
+yarn install:server
+```
+
+## Environment Requirements
+
+- **Node.js**: >=20
+- **Yarn**: ^4.9.1 (managed by packageManager field)
+- **Browser Targets**: Electron >= 35.0, modern browsers (see browserslist)
+
+## Migration Notes
+
+The codebase is actively being migrated:
+
+- **JavaScript → TypeScript**: sync-server is in progress
+- **Classes → Functions**: Prefer functional patterns
+- **React.\* → Named Imports**: Legacy React.\* patterns being removed
+
+When working with older code, follow the newer patterns described in this guide.

Dockerfile

@@ -5,7 +5,7 @@
 # you are doing.
 ###################################################
 
-FROM node:20-bullseye as dev
+FROM node:22-bookworm as dev
 RUN apt-get update -y && apt-get upgrade -y && apt-get install -y openssl
 WORKDIR /app
 CMD ["sh", "./bin/docker-start"]

bin/package-browser

@@ -14,6 +14,9 @@ git pull
 popd > /dev/null
 packages/desktop-client/bin/remove-untranslated-languages
 
+export NODE_OPTIONS="--max-old-space-size=4096"
+
+yarn workspace plugins-service build
 yarn workspace loot-core build:browser
 yarn workspace @actual-app/web build:browser
 

bin/package-electron

@@ -39,6 +39,9 @@ git pull
 popd > /dev/null
 packages/desktop-client/bin/remove-untranslated-languages
 
+export NODE_OPTIONS="--max-old-space-size=4096"
+
+yarn workspace plugins-service build
 yarn workspace loot-core build:node
 yarn workspace @actual-app/web build --mode=desktop # electron specific build
 
@@ -59,14 +62,11 @@ yarn workspace desktop-electron update-client
         echo "Skipping exe build"
     else
       if [ "$RELEASE" == "production" ]; then
-          if [ -f ../../.secret-tokens ]; then
-              source ../../.secret-tokens
-          fi
           yarn build
 
           echo "Created release"
       else
-          SKIP_NOTARIZATION=true yarn build
+          yarn build
       fi
     fi
 )

bin/run-vrt

@@ -28,5 +28,5 @@ echo "Running VRT tests with the following parameters:"
 echo "E2E_START_URL: $E2E_START_URL"
 echo "VRT_ARGS: $VRT_ARGS"
 
-MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.52.0-jammy /bin/bash \
+MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.56.0-jammy /bin/bash \
   -c "E2E_START_URL=$E2E_START_URL yarn vrt $VRT_ARGS"

eslint.config.mjs

@@ -1,5 +1,6 @@
 import globals from 'globals';
 
+import { defineConfig } from 'eslint/config';
 import pluginImport from 'eslint-plugin-import';
 import pluginJSXA11y from 'eslint-plugin-jsx-a11y';
 import pluginReact from 'eslint-plugin-react';
@@ -71,7 +72,7 @@ const confusingBrowserGlobals = [
   'top',
 ];
 
-export default pluginTypescript.config(
+export default defineConfig(
   {
     ignores: [
       'packages/api/app/bundle.api.js',
@@ -83,6 +84,7 @@ export default pluginTypescript.config(
       'packages/component-library/src/icons/**/*',
       'packages/desktop-client/bundle.browser.js',
       'packages/desktop-client/build/',
+      'packages/desktop-client/service-worker/*',
       'packages/desktop-client/build-electron/',
       'packages/desktop-client/build-stats/',
       'packages/desktop-client/public/kcab/',
@@ -98,6 +100,7 @@ export default pluginTypescript.config(
       'packages/loot-core/**/lib-dist/*',
       'packages/loot-core/**/proto/*',
       'packages/sync-server/build/',
+      'packages/plugins-service/dist/',
       '.yarn/*',
       '.github/*',
     ],
@@ -154,9 +157,6 @@ export default pluginTypescript.config(
   {
     plugins: {
       actual: pluginActual,
-      'react-hooks': pluginReactHooks,
-      'jsx-a11y': pluginJSXA11y,
-      'typescript-paths': pluginTypescriptPaths,
     },
     rules: {
       'actual/no-untranslated-strings': 'error',
@@ -165,6 +165,10 @@ export default pluginTypescript.config(
   },
   {
     files: ['**/*.{js,ts,jsx,tsx}'],
+    plugins: {
+      'jsx-a11y': pluginJSXA11y,
+      'react-hooks': pluginReactHooks,
+    },
     rules: {
       // http://eslint.org/docs/rules/
       'array-callback-return': 'warn',
@@ -450,6 +454,7 @@ export default pluginTypescript.config(
 
       'actual/typography': 'warn',
       'actual/prefer-if-statement': 'warn',
+      'actual/prefer-logger-over-console': 'error',
 
       // Note: base rule explicitly disabled in favor of the TS one
       'no-unused-vars': 'off',
@@ -630,6 +635,9 @@ export default pluginTypescript.config(
   },
   {
     files: ['packages/desktop-client/**/*.{js,ts,jsx,tsx}'],
+    plugins: {
+      'typescript-paths': pluginTypescriptPaths,
+    },
     rules: {
       'typescript-paths/absolute-parent-import': [
         'error',
@@ -771,6 +779,7 @@ export default pluginTypescript.config(
     rules: {
       'actual/typography': 'off',
       'actual/no-untranslated-strings': 'off',
+      'actual/prefer-logger-over-console': 'off',
     },
   },
   {

lage.config.js

@@ -0,0 +1,30 @@
+/** @type {import('lage').ConfigOptions} */
+module.exports = {
+  pipeline: {
+    test: {
+      type: 'npmScript',
+      options: {
+        outputGlob: [
+          'coverage/**',
+          '**/test-results/**',
+          '**/playwright-report/**',
+        ],
+      },
+    },
+    build: {
+      type: 'npmScript',
+      cache: true,
+      options: {
+        outputGlob: ['lib-dist/**', 'dist/**', 'build/**'],
+      },
+    },
+  },
+  cacheOptions: {
+    cacheStorageConfig: {
+      provider: 'local',
+      outputGlob: ['lib-dist/**', 'dist/**', 'build/**'],
+    },
+  },
+  npmClient: 'yarn',
+  concurrency: 2,
+};

package.json

@@ -23,28 +23,31 @@
     "start:server-monitor": "yarn workspace @actual-app/sync-server start-monitor",
     "start:server-dev": "NODE_ENV=development BROWSER_OPEN=localhost:5006 yarn npm-run-all --parallel 'start:server-monitor' 'start'",
     "start:desktop": "yarn desktop-dependencies && npm-run-all --parallel 'start:desktop-*'",
-    "desktop-dependencies": "yarn rebuild-electron && yarn workspace loot-core build:browser",
+    "desktop-dependencies": "npm-run-all --parallel rebuild-electron build:browser-backend build:plugins-service",
     "start:desktop-node": "yarn workspace loot-core watch:node",
     "start:desktop-client": "yarn workspace @actual-app/web watch",
     "start:desktop-server-client": "yarn workspace @actual-app/web build:browser",
     "start:desktop-electron": "yarn workspace desktop-electron watch",
-    "start:browser": "npm-run-all --parallel 'start:browser-*'",
+    "start:browser": "yarn workspace plugins-service build-dev && npm-run-all --parallel 'start:browser-*'",
+    "start:service-plugins": "yarn workspace plugins-service watch",
     "start:browser-backend": "yarn workspace loot-core watch:browser",
     "start:browser-frontend": "yarn workspace @actual-app/web start:browser",
+    "build:browser-backend": "yarn workspace loot-core build:browser",
     "build:server": "yarn build:browser && yarn workspace @actual-app/sync-server build",
     "build:browser": "./bin/package-browser",
     "build:desktop": "./bin/package-electron",
+    "build:plugins-service": "yarn workspace plugins-service build",
     "build:api": "yarn workspace @actual-app/api build",
     "generate:i18n": "yarn workspace @actual-app/web generate:i18n",
     "generate:release-notes": "ts-node ./bin/release-note-generator.ts",
-    "test": "yarn workspaces foreach --all --parallel --verbose run test",
-    "test:debug": "yarn workspaces foreach --all --verbose run test",
-    "e2e": "yarn workspaces foreach --all --exclude desktop-electron --parallel --verbose run e2e",
+    "test": "lage test --continue",
+    "test:debug": "lage test --no-cache --continue",
+    "e2e": "yarn workspace @actual-app/web run e2e",
     "e2e:desktop": "yarn build:desktop --skip-exe-build && yarn workspace desktop-electron e2e",
     "playwright": "yarn workspace @actual-app/web run playwright",
-    "vrt": "yarn workspaces foreach --all --parallel --verbose run vrt",
+    "vrt": "yarn workspace @actual-app/web run vrt",
     "vrt:docker": "./bin/run-vrt",
-    "rebuild-electron": "./node_modules/.bin/electron-rebuild -f -m ./packages/loot-core",
+    "rebuild-electron": "./node_modules/.bin/electron-rebuild -m ./packages/loot-core",
     "rebuild-node": "yarn workspace loot-core rebuild",
     "lint": "prettier --check . && eslint . --max-warnings 0",
     "lint:fix": "prettier --check --write . && eslint . --max-warnings 0 --fix",
@@ -55,32 +58,33 @@
   },
   "devDependencies": {
     "@octokit/rest": "^22.0.0",
-    "@types/node": "^22.17.0",
+    "@types/node": "^22.18.11",
     "@types/prompts": "^2.4.9",
-    "@typescript-eslint/parser": "^8.32.1",
-    "cross-env": "^7.0.3",
-    "eslint": "^9.27.0",
-    "eslint-config-prettier": "^10.1.5",
-    "eslint-import-resolver-typescript": "^4.3.5",
-    "eslint-plugin-import": "^2.31.0",
+    "@typescript-eslint/parser": "^8.46.0",
+    "cross-env": "^10.1.0",
+    "eslint": "^9.37.0",
+    "eslint-config-prettier": "^10.1.8",
+    "eslint-import-resolver-typescript": "^4.4.4",
+    "eslint-plugin-import": "^2.32.0",
     "eslint-plugin-jsx-a11y": "^6.10.2",
     "eslint-plugin-react": "^7.37.5",
-    "eslint-plugin-react-hooks": "^5.2.0",
+    "eslint-plugin-react-hooks": "^7.0.0",
     "eslint-plugin-typescript-paths": "^0.0.33",
-    "globals": "^15.15.0",
+    "globals": "^16.4.0",
     "html-to-image": "^1.11.13",
     "husky": "^9.1.7",
-    "lint-staged": "^15.5.2",
+    "lage": "^2.14.14",
+    "lint-staged": "^16.2.3",
     "minimatch": "^10.0.3",
-    "node-jq": "^6.0.1",
+    "node-jq": "^6.3.1",
     "npm-run-all": "^4.1.5",
-    "p-limit": "^6.2.0",
-    "prettier": "^3.5.3",
+    "p-limit": "^7.1.1",
+    "prettier": "^3.6.2",
     "prompts": "^2.4.2",
     "source-map-support": "^0.5.21",
     "ts-node": "^10.9.2",
-    "typescript": "^5.9.2",
-    "typescript-eslint": "^8.32.1",
+    "typescript": "^5.9.3",
+    "typescript-eslint": "^8.46.0",
     "typescript-strict-plugin": "^2.4.4"
   },
   "resolutions": {
@@ -88,7 +92,7 @@
     "socks": ">=2.8.3"
   },
   "engines": {
-    "node": ">=20",
+    "node": ">=22",
     "yarn": "^4.9.1"
   },
   "lint-staged": {
@@ -97,9 +101,9 @@
       "prettier --write"
     ]
   },
-  "packageManager": "yarn@4.9.1",
+  "packageManager": "yarn@4.10.3",
   "browserslist": [
-    "electron 24.0",
+    "electron >= 35.0",
     "defaults"
   ]
 }

packages/api/index.ts

@@ -42,7 +42,11 @@ export async function init(config: InitConfig = {}) {
 
 export async function shutdown() {
   if (actualApp) {
-    await actualApp.send('sync');
+    try {
+      await actualApp.send('sync');
+    } catch (e) {
+      // most likely that no budget is loaded, so the sync failed
+    }
     await actualApp.send('close-budget');
     actualApp = null;
   }

packages/api/methods.test.ts

@@ -740,3 +740,122 @@ describe('API CRUD operations', () => {
     expect(transactions[0].notes).toBeNull();
   });
 });
+
+//apis: createSchedule, getSchedules, updateSchedule, deleteSchedule
+test('Schedules: successfully complete schedules operations', async () => {
+  await api.loadBudget(budgetName);
+  //test a schedule with a recuring configuration
+  const ScheduleId1 = await api.createSchedule({
+    name: 'test-schedule 1',
+    posts_transaction: true,
+    //    amount: -5000,
+    amountOp: 'is',
+    date: {
+      frequency: 'monthly',
+      interval: 1,
+      start: '2025-06-13',
+      patterns: [],
+      skipWeekend: false,
+      weekendSolveMode: 'after',
+      endMode: 'never',
+    },
+  });
+  //test the creation of non recurring schedule
+  const ScheduleId2 = await api.createSchedule({
+    name: 'test-schedule 2',
+    posts_transaction: false,
+    amount: 4000,
+    amountOp: 'is',
+    date: '2025-06-13',
+  });
+  let schedules = await api.getSchedules();
+
+  // Schedules successfully created
+  expect(schedules).toEqual(
+    expect.arrayContaining([
+      expect.objectContaining({
+        name: 'test-schedule 1',
+        posts_transaction: true,
+        //       amount: -5000,
+        amountOp: 'is',
+        date: {
+          frequency: 'monthly',
+          interval: 1,
+          start: '2025-06-13',
+          patterns: [],
+          skipWeekend: false,
+          weekendSolveMode: 'after',
+          endMode: 'never',
+        },
+      }),
+      expect.objectContaining({
+        name: 'test-schedule 2',
+        posts_transaction: false,
+        amount: 4000,
+        amountOp: 'is',
+        date: '2025-06-13',
+      }),
+    ]),
+  );
+  //check getIDByName works on schedules
+  expect(await api.getIDByName('schedules', 'test-schedule 1')).toEqual(
+    ScheduleId1,
+  );
+  expect(await api.getIDByName('schedules', 'test-schedule 2')).toEqual(
+    ScheduleId2,
+  );
+
+  //check getIDByName works on accounts
+  const schedAccountId1 = await api.createAccount(
+    { name: 'sched-test-account1', offbudget: true },
+    1000,
+  );
+
+  expect(await api.getIDByName('accounts', 'sched-test-account1')).toEqual(
+    schedAccountId1,
+  );
+
+  //check getIDByName works on payees
+  const schedPayeeId1 = await api.createPayee({ name: 'sched-test-payee1' });
+
+  expect(await api.getIDByName('payees', 'sched-test-payee1')).toEqual(
+    schedPayeeId1,
+  );
+  await api.updateSchedule(ScheduleId1, {
+    amount: -10000,
+    account: schedAccountId1,
+  });
+  await api.deleteSchedule(ScheduleId2);
+
+  // schedules successfully updated, and one of them deleted
+  await api.updateSchedule(ScheduleId1, {
+    amount: -10000,
+    account: schedAccountId1,
+    payee: schedPayeeId1,
+  });
+  await api.deleteSchedule(ScheduleId2);
+
+  schedules = await api.getSchedules();
+  expect(schedules).toEqual(
+    expect.arrayContaining([
+      expect.objectContaining({
+        id: ScheduleId1,
+        posts_transaction: true,
+        amount: -10000,
+        account: schedAccountId1,
+        payee: schedPayeeId1,
+        amountOp: 'is',
+        date: {
+          frequency: 'monthly',
+          interval: 1,
+          start: '2025-06-13',
+          patterns: [],
+          skipWeekend: false,
+          weekendSolveMode: 'after',
+          endMode: 'never',
+        },
+      }),
+      expect.not.objectContaining({ id: ScheduleId2 }),
+    ]),
+  );
+});

packages/api/methods.ts

@@ -96,6 +96,7 @@ export function addTransactions(
 
 export interface ImportTransactionsOpts {
   defaultCleared?: boolean;
+  dryRun?: boolean;
 }
 
 export function importTransactions(
@@ -103,11 +104,13 @@ export function importTransactions(
   transactions: ImportTransactionEntity[],
   opts: ImportTransactionsOpts = {
     defaultCleared: true,
+    dryRun: false,
   },
 ) {
   return send('api/transactions-import', {
     accountId,
     transactions,
+    isPreview: opts.dryRun,
     opts,
   });
 }
@@ -239,3 +242,31 @@ export function holdBudgetForNextMonth(month, amount) {
 export function resetBudgetHold(month) {
   return send('api/budget-reset-hold', { month });
 }
+
+export function createSchedule(schedule) {
+  return send('api/schedule-create', schedule);
+}
+
+export function updateSchedule(id, fields, resetNextDate?: boolean) {
+  return send('api/schedule-update', {
+    id,
+    fields,
+    resetNextDate,
+  });
+}
+
+export function deleteSchedule(scheduleId) {
+  return send('api/schedule-delete', scheduleId);
+}
+
+export function getSchedules() {
+  return send('api/schedules-get');
+}
+
+export function getIDByName(type, name) {
+  return send('api/get-id-by-name', { type, name });
+}
+
+export function getServerVersion() {
+  return send('api/get-server-version');
+}

packages/api/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/api",
-  "version": "25.9.0",
+  "version": "25.10.0",
   "license": "MIT",
   "description": "An API for Actual",
   "engines": {
@@ -19,19 +19,19 @@
     "build:migrations": "cp migrations/*.sql dist/migrations",
     "build:default-db": "cp default-db.sqlite dist/",
     "build": "yarn run clean && yarn run build:app && yarn run build:node && yarn run build:migrations && yarn run build:default-db",
-    "test": "yarn run build:app && yarn run build:crdt && vitest",
+    "test": "yarn run build:app && yarn run build:crdt && vitest --run",
     "clean": "rm -rf dist @types"
   },
   "dependencies": {
     "@actual-app/crdt": "workspace:^",
-    "better-sqlite3": "^12.2.0",
+    "better-sqlite3": "^12.4.1",
     "compare-versions": "^6.1.1",
     "node-fetch": "^3.3.2",
-    "uuid": "^11.1.0"
+    "uuid": "^13.0.0"
   },
   "devDependencies": {
     "tsc-alias": "^1.8.16",
-    "typescript": "^5.9.2",
+    "typescript": "^5.9.3",
     "vitest": "^3.2.4"
   }
 }

packages/api/utils.js

@@ -1,7 +0,0 @@
-export function amountToInteger(n) {
-  return Math.round(n * 100);
-}
-
-export function integerToAmount(n) {
-  return parseFloat((n / 100).toFixed(2));
-}

packages/api/utils.ts

@@ -0,0 +1,6 @@
+// @ts-ignore: bundle not available until we build it
+// eslint-disable-next-line import/extensions
+import * as bundle from './app/bundle.api.js';
+
+export const amountToInteger = bundle.lib.amountToInteger;
+export const integerToAmount = bundle.lib.integerToAmount;

packages/api/vitest.config.ts

@@ -5,5 +5,11 @@ export default {
       // print only console.error
       return type === 'stderr';
     },
+    poolOptions: {
+      threads: {
+        maxThreads: 2,
+        minThreads: 1,
+      },
+    },
   },
 };

packages/ci-actions/bin/get-next-package-version.js

@@ -0,0 +1,73 @@
+#!/usr/bin/env node
+
+// This script is used in GitHub Actions to get the next version based on the current package.json version.
+// It supports three types of versioning: nightly, hotfix, and monthly.
+
+import fs from 'node:fs';
+import { parseArgs } from 'node:util';
+
+// eslint-disable-next-line import/extensions
+import { getNextVersion } from '../src/versions/get-next-package-version.js';
+
+const args = process.argv;
+
+const options = {
+  'package-json': {
+    type: 'string',
+    short: 'p',
+  },
+  type: {
+    type: 'string', // nightly, hotfix, monthly, auto
+    short: 't',
+  },
+  update: {
+    type: 'boolean',
+    short: 'u',
+    default: false,
+  },
+};
+
+const { values } = parseArgs({
+  args,
+  options,
+  allowPositionals: true,
+});
+
+if (!values['package-json']) {
+  console.error(
+    'Please specify the path to package.json using --package-json or -p option.',
+  );
+  process.exit(1);
+}
+
+try {
+  const packageJsonPath = values['package-json'];
+  const packageJson = JSON.parse(fs.readFileSync(packageJsonPath, 'utf8'));
+  const currentVersion = packageJson.version;
+
+  let newVersion;
+  try {
+    newVersion = getNextVersion({
+      currentVersion,
+      type: values.type,
+      currentDate: new Date(),
+    });
+  } catch (e) {
+    console.error(e.message);
+    process.exit(1);
+  }
+
+  process.stdout.write(newVersion);
+
+  if (values.update) {
+    packageJson.version = newVersion;
+    fs.writeFileSync(
+      packageJsonPath,
+      JSON.stringify(packageJson, null, 2) + '\n',
+      'utf8',
+    );
+  }
+} catch (error) {
+  console.error('Error:', error.message);
+  process.exit(1);
+}

packages/ci-actions/package.json

@@ -0,0 +1,11 @@
+{
+  "name": "@actual-app/ci-actions",
+  "private": true,
+  "type": "module",
+  "devDependencies": {
+    "vitest": "^3.2.4"
+  },
+  "scripts": {
+    "test": "vitest --run"
+  }
+}

packages/ci-actions/src/versions/get-next-package-version.js

@@ -0,0 +1,72 @@
+function parseVersion(version) {
+  const [y, m, p] = version.split('.');
+  return {
+    versionYear: parseInt(y, 10),
+    versionMonth: parseInt(m, 10),
+    versionHotfix: parseInt(p, 10),
+  };
+}
+
+function computeNextMonth(versionYear, versionMonth) {
+  // Create date and add 1 month
+  const versionDate = new Date(2000 + versionYear, versionMonth - 1, 1); // month is 0-indexed
+  const nextVersionMonthDate = new Date(
+    versionDate.getFullYear(),
+    versionDate.getMonth() + 1,
+    1,
+  );
+
+  // Format back to YY.M format
+  const fullYear = nextVersionMonthDate.getFullYear();
+  const nextVersionYear = fullYear.toString().slice(fullYear < 2100 ? -2 : -3);
+  const nextVersionMonth = nextVersionMonthDate.getMonth() + 1; // Convert back to 1-indexed
+  return { nextVersionYear, nextVersionMonth };
+}
+
+// Determine logical type from 'auto' based on the current date and version
+function resolveType(type, currentDate, versionYear, versionMonth) {
+  if (type !== 'auto') return type;
+  const inPatchMonth =
+    currentDate.getFullYear() === 2000 + versionYear &&
+    currentDate.getMonth() + 1 === versionMonth;
+  if (inPatchMonth && currentDate.getDate() <= 25) return 'hotfix';
+  return 'monthly';
+}
+
+export function getNextVersion({
+  currentVersion,
+  type,
+  currentDate = new Date(),
+}) {
+  const { versionYear, versionMonth, versionHotfix } =
+    parseVersion(currentVersion);
+  const { nextVersionYear, nextVersionMonth } = computeNextMonth(
+    versionYear,
+    versionMonth,
+  );
+  const resolvedType = resolveType(
+    type,
+    currentDate,
+    versionYear,
+    versionMonth,
+  );
+
+  // Format date stamp once for nightly
+  const currentDateString = currentDate
+    .toISOString()
+    .split('T')[0]
+    .replaceAll('-', '');
+
+  switch (resolvedType) {
+    case 'nightly':
+      return `${nextVersionYear}.${nextVersionMonth}.0-nightly.${currentDateString}`;
+    case 'hotfix':
+      return `${versionYear}.${versionMonth}.${versionHotfix + 1}`;
+    case 'monthly':
+      return `${nextVersionYear}.${nextVersionMonth}.0`;
+    default:
+      throw new Error(
+        'Invalid type specified. Use “auto”, “nightly”, “hotfix”, or “monthly”.',
+      );
+  }
+}

packages/ci-actions/src/versions/get-next-package-version.test.js

@@ -0,0 +1,85 @@
+import { describe, it, expect } from 'vitest';
+
+import { getNextVersion } from './get-next-package-version';
+
+describe('getNextVersion (lib)', () => {
+  it('hotfix increments patch', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.1',
+        type: 'hotfix',
+        currentDate: new Date('2025-08-10'),
+      }),
+    ).toBe('25.8.2');
+  });
+
+  it('monthly advances month same year', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.3',
+        type: 'monthly',
+        currentDate: new Date('2025-08-15'),
+      }),
+    ).toBe('25.9.0');
+  });
+
+  it('monthly wraps year December -> January', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.12.3',
+        type: 'monthly',
+        currentDate: new Date('2025-12-05'),
+      }),
+    ).toBe('26.1.0');
+  });
+
+  it('nightly format with date stamp', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.1',
+        type: 'nightly',
+        currentDate: new Date('2025-08-22'),
+      }),
+    ).toBe('25.9.0-nightly.20250822');
+  });
+
+  it('auto before 25th -> hotfix', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.4',
+        type: 'auto',
+        currentDate: new Date('2025-08-20'),
+      }),
+    ).toBe('25.8.5');
+  });
+
+  it('auto after 25th (same month) -> monthly', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.4',
+        type: 'auto',
+        currentDate: new Date('2025-08-27'),
+      }),
+    ).toBe('25.9.0');
+  });
+
+  it('auto after 25th (next month) -> monthly', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.4',
+        type: 'auto',
+        currentDate: new Date('2025-09-02'),
+      }),
+    ).toBe('25.9.0');
+  });
+
+  it('invalid type throws', () => {
+    expect(() =>
+      getNextVersion({
+        currentVersion: '25.8.4',
+        type: 'unknown',
+        currentDate: new Date('2025-08-10'),
+      }),
+    ).toThrow(/Invalid type/);
+  });
+});

packages/ci-actions/vitest.config.mts

@@ -0,0 +1,14 @@
+import { defineConfig } from 'vitest/config';
+
+export default defineConfig({
+  test: {
+    globals: true,
+    include: ['src/**/*.test.(js|jsx|ts|tsx)'],
+    environment: 'node',
+    poolOptions: {
+      threads: {
+        singleThread: true,
+      },
+    },
+  },
+});

packages/component-library/package.json

@@ -8,14 +8,14 @@
   },
   "dependencies": {
     "@emotion/css": "^11.13.5",
-    "react-aria-components": "^1.8.0",
+    "react-aria-components": "^1.13.0",
     "usehooks-ts": "^3.1.1"
   },
   "devDependencies": {
     "@svgr/cli": "^8.1.0",
-    "@types/react": "^19.1.4",
-    "react": "19.1.0",
-    "react-dom": "19.1.0",
+    "@types/react": "^19.2.2",
+    "react": "19.2.0",
+    "react-dom": "19.2.0",
     "vitest": "^3.2.4"
   },
   "exports": {
@@ -54,6 +54,6 @@
   "scripts": {
     "generate:icons": "rm src/icons/*/*.tsx; cd src/icons && svgr --template template.ts --index-template index-template.ts --typescript --expand-props start -d . .",
     "test": "npm-run-all -cp 'test:*'",
-    "test:web": "ENV=web vitest -c vitest.web.config.ts"
+    "test:web": "ENV=web vitest --run -c vitest.web.config.ts"
   }
 }

packages/component-library/src/InitialFocus.ts

@@ -4,6 +4,7 @@ import {
   isValidElement,
   type ReactElement,
   Ref,
+  RefObject,
   useEffect,
   useRef,
 } from 'react';
@@ -11,15 +12,20 @@ import {
 type InitialFocusProps<T extends HTMLElement> = {
   /**
    * The child element to focus when the component mounts. This can be either a single React element or a function that returns a React element.
+   * The child element should have a `ref` prop for this to work. For child components which receives a ref via another prop
+   * e.g. `inputRef`, use a function as child and pass the ref to the appropriate prop.
    */
-  children: ReactElement<{ ref: Ref<T> }> | ((ref: Ref<T>) => ReactElement);
+  children:
+    | ReactElement<{ ref: Ref<T> }>
+    | ((ref: RefObject<T | null>) => ReactElement);
 };
 
 /**
  * InitialFocus sets focus on its child element
  * when it mounts.
- * @param {Object} props - The component props.
- * @param {ReactElement | function} props.children - A single React element or a function that returns a React element.
+ * @param {ReactElement | function} children - A single React element or a function that returns a React element.
+ * The child element should have a `ref` prop for this to work. For child components which receives a ref via another prop
+ * e.g. `inputRef`, use a function as child and pass the ref to the appropriate prop.
  */
 export function InitialFocus<T extends HTMLElement = HTMLElement>({
   children,

packages/component-library/src/styles.ts

@@ -154,4 +154,10 @@ export const styles: Record<string, any> = {
     borderRadius: 4,
     padding: '3px 5px',
   },
+  mobileListItem: {
+    borderBottom: `1px solid ${theme.tableBorder}`,
+    backgroundColor: theme.tableBackground,
+    padding: 16,
+    cursor: 'pointer',
+  },
 };

packages/component-library/vitest.web.config.ts

@@ -21,6 +21,12 @@ export default defineConfig({
     environment: 'jsdom',
     globals: true,
     include: ['src/**/*.web.test.(js|jsx|ts|tsx)'],
+    poolOptions: {
+      threads: {
+        maxThreads: 2,
+        minThreads: 1,
+      },
+    },
   },
   resolve: {
     alias: [

packages/crdt/package.json

@@ -12,18 +12,18 @@
     "build:node": "tsc --p tsconfig.dist.json",
     "proto:generate": "./bin/generate-proto",
     "build": "rm -rf dist && yarn run build:node",
-    "test": "vitest --globals"
+    "test": "vitest --run --globals"
   },
   "dependencies": {
     "google-protobuf": "^3.21.4",
     "murmurhash": "^2.0.1",
-    "uuid": "^11.1.0"
+    "uuid": "^13.0.0"
   },
   "devDependencies": {
     "@types/google-protobuf": "^3.15.12",
     "protoc-gen-js": "^3.21.4-4",
     "ts-protoc-gen": "^0.15.0",
-    "typescript": "^5.9.2",
+    "typescript": "^5.9.3",
     "vitest": "^3.2.4"
   }
 }

packages/desktop-client/.gitignore

@@ -14,6 +14,9 @@ build-electron
 build-stats
 stats.json
 
+# generated service worker
+service-worker/
+
 # misc
 .DS_Store
 .env
@@ -28,3 +31,6 @@ public/*.wasm
 
 # translations
 locale/
+
+# service worker build output
+dev-dist

packages/desktop-client/README.md

@@ -65,10 +65,10 @@ Run manually:
 
 ```sh
 # Run docker container
-docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.52.0-jammy /bin/bash
+docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.56.0-jammy /bin/bash
 
     # If you receive an error such as "docker: invalid reference format", please instead use the following command:
-    docker run --rm --network host -v ${pwd}:/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.52.0-jammy /bin/bash
+    docker run --rm --network host -v ${pwd}:/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.56.0-jammy /bin/bash
 
 # Once inside the docker container, run the VRT tests: important - they MUST be ran against a HTTPS server.
 # Use the ip and port noted earlier

packages/desktop-client/e2e/accounts.test.ts

@@ -123,11 +123,14 @@ test.describe('Accounts', () => {
       const fileChooser = await fileChooserPromise;
       await fileChooser.setFiles(join(__dirname, 'data/test.csv'));
 
-      if (screenshot) await expect(page).toMatchThemeScreenshots();
-
       const importButton = accountPage.page.getByRole('button', {
         name: /Import \d+ transactions/,
       });
+
+      await importButton.waitFor({ state: 'visible' });
+
+      if (screenshot) await expect(page).toMatchThemeScreenshots();
+
       await importButton.click();
 
       await expect(importButton).not.toBeVisible();
@@ -146,12 +149,14 @@ test.describe('Accounts', () => {
       const fileChooser = await fileChooserPromise;
       await fileChooser.setFiles(join(__dirname, 'data/test.csv'));
 
-      await expect(page).toMatchThemeScreenshots();
-
       const importButton = accountPage.page.getByRole('button', {
         name: /Import \d+ transactions/,
       });
 
+      await importButton.waitFor({ state: 'visible' });
+
+      await expect(page).toMatchThemeScreenshots();
+
       await expect(importButton).toBeDisabled();
       await expect(await importButton.innerText()).toMatch(
         /Import 0 transactions/,

packages/desktop-client/e2e/bank-sync.mobile.test.ts

@@ -0,0 +1,64 @@
+import { type Page } from '@playwright/test';
+
+import { expect, test } from './fixtures';
+import { ConfigurationPage } from './page-models/configuration-page';
+import { type MobileBankSyncPage } from './page-models/mobile-bank-sync-page';
+import { MobileNavigation } from './page-models/mobile-navigation';
+
+test.describe('Mobile Bank Sync', () => {
+  let page: Page;
+  let navigation: MobileNavigation;
+  let bankSyncPage: MobileBankSyncPage;
+  let configurationPage: ConfigurationPage;
+
+  test.beforeEach(async ({ browser }) => {
+    page = await browser.newPage();
+    navigation = new MobileNavigation(page);
+    configurationPage = new ConfigurationPage(page);
+
+    await page.setViewportSize({
+      width: 350,
+      height: 600,
+    });
+
+    await page.goto('/');
+    await configurationPage.createTestFile();
+
+    bankSyncPage = await navigation.goToBankSyncPage();
+  });
+
+  test.afterEach(async () => {
+    await page.close();
+  });
+
+  test('checks the page visuals', async () => {
+    await bankSyncPage.waitToLoad();
+
+    await expect(
+      page.getByRole('heading', { name: 'Bank Sync' }),
+    ).toBeVisible();
+
+    await expect(bankSyncPage.searchBox).toBeVisible();
+    await expect(bankSyncPage.searchBox).toHaveAttribute(
+      'placeholder',
+      'Filter accounts…',
+    );
+
+    await expect(page).toMatchThemeScreenshots();
+  });
+
+  test('searches for accounts', async () => {
+    await bankSyncPage.searchFor('Checking');
+    await expect(bankSyncPage.searchBox).toHaveValue('Checking');
+    await expect(page).toMatchThemeScreenshots();
+  });
+
+  test('page handles empty state gracefully', async () => {
+    await bankSyncPage.searchFor('NonExistentAccount123456789');
+
+    const emptyMessage = page.getByText(/No accounts found/);
+    await expect(emptyMessage).toBeVisible();
+
+    await expect(page).toMatchThemeScreenshots();
+  });
+});

packages/desktop-client/e2e/bank-sync.test.ts

@@ -0,0 +1,35 @@
+import { type Page } from '@playwright/test';
+
+import { expect, test } from './fixtures';
+import { type BankSyncPage } from './page-models/bank-sync-page';
+import { ConfigurationPage } from './page-models/configuration-page';
+import { Navigation } from './page-models/navigation';
+
+test.describe('Bank Sync', () => {
+  let page: Page;
+  let navigation: Navigation;
+  let bankSyncPage: BankSyncPage;
+  let configurationPage: ConfigurationPage;
+
+  test.beforeAll(async ({ browser }) => {
+    page = await browser.newPage();
+    navigation = new Navigation(page);
+    configurationPage = new ConfigurationPage(page);
+
+    await page.goto('/');
+    await configurationPage.createTestFile();
+  });
+
+  test.afterAll(async () => {
+    await page.close();
+  });
+
+  test.beforeEach(async () => {
+    bankSyncPage = await navigation.goToBankSyncPage();
+  });
+
+  test('checks the page visuals', async () => {
+    await bankSyncPage.waitToLoad();
+    await expect(page).toMatchThemeScreenshots();
+  });
+});